13F Insight
DOSSIER · 13F-HR · Q2 2026

MorganRosel Wealth Management, LLC

$296M in tracked AUM across 104 positions as of Q2 2026.

MW
CIK 0001753218 · last filed Jun 30, 2026
Total AUM
$296M
as of Q2 2026
Holdings
104
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MorganRosel Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$56M151K18.9%02
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
$19M703K6.6%03
VOO
VANGUARD S&P 500 ETF
$11M16K3.8%04
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$8M160K2.9%05
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$8M95K2.7%06
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$8M108K2.6%07
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$8M83K2.6%08
SPY
STATE STREET SPDR S&P 500 ETF
$7M10K2.5%09
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
$7M191K2.3%10
VPLS
VANGUARD CORE PLUS BOND ETF
$7M87K2.3%

Filing history

2026Q2Jun 30
$296M▲ 16.9%
104 positionsView →2026Q1Mar 31
$254M▼ 36.5%
103 positionsView →2025Q4Dec 31
$400M▲ 3.5%
111 positionsView →2025Q3Sep 30
$386M▲ 5.2%
108 positionsView →2025Q2Jun 30
$367M▲ 263.9%
359 positionsLocked2025Q1Mar 31
$101M▼ 66.9%
155 positionsLocked2024Q4Dec 31
$305M▲ 0.5%
103 positionsLocked2024Q3Sep 30
$303M▲ 7.1%
101 positionsLocked2024Q2Jun 30
$283M▲ 1.0%
98 positionsLocked2024Q1Mar 31
$280M▲ 8.4%
105 positionsLocked2023Q4Dec 31
$259M▲ 7.9%
97 positionsLocked2023Q3Sep 30
$240M▼ 2.3%
96 positionsLocked
Showing 12 of 31